Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Axis - Brand Equity PMS
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Axis - Brand Equity PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
2.39%
6 Months
10.82%
10.60%
1 Year
8.67%
2.51%
3 Years
13.08%
7.68%
5 Years
15.51%
9.38%
Since Inception
26.40%
10.51%
Fund Age
6 yrs
9 yrs 6 mo
AUM
₹5,996.39 Cr
₹804.15 Cr
Alpha – 1 Year
3.95%
2.94%
Alpha – 3 Years
0.99%
−0.89%
Information Ratio – 3 Years
0.24
-0.08
Volatility – 1 Year
22.00%
21.76%
Volatility – 3 Years
18.61%
17.30%
Beta – 1 Year
1.19
1.23
Beta – 3 Years
1.02
1.08
Sharpe Ratio – 1 Year
0.24
-0.04
Sharpe Ratio – 3 Years
0.55
0.20
Worst Rolling Year
12.98%
-3.22%
Value at Worst Rolling Year
₹1.13 Cr
₹0.97 Cr
Deepest Drawdown
−22.98%
−26.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
96.55%
Median Rolling Year
24.54%
12.69%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
L 26% · M 6% · S 61%
Number of Stocks
30
42
Portfolio P/E
25.07
35.23
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Cash & Cash Equivalent · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / 2% / 1%